Great Oak Capital Partners’s Eversource Energy ES Stock Holding History

Great Oak Capital Partners’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$973K	Sell	13,001 -2,687	-17%	-$186K	0.21%	22
2026 Q1	$1.1M	Sell	15,688 -21	-0.1%	-$1.48K	0.26%	21
2025 Q4	$1.07M	Sell	15,709 -1,144	-7%	-$80.3K	0.27%	22
2025 Q3	$1.21M	Sell	16,853 -4,393	-21%	-$288K	0.32%	20
2025 Q2	$1.4M	Buy	21,246 +3,896	+22%	+$240K	0.4%	17
2025 Q1	$969K	Hold	17,350	–	–	0.32%	19
2024 Q4	$969K	Buy	17,350 +40	+0.2%	+$2.49K	0.32%	19
2024 Q3	$1.13M	Buy	17,310 +33	+0.2%	+$2.13K	0.39%	17
2024 Q2	$1.12M	Buy	+17,277	New	+$1.02M	0.42%	18
2024 Q1	–	Sell	-16,970	Closed	-$1.05M	–	30
2023 Q4	$1.05M	Buy	+16,970	New	+$978K	0.56%	17

Other funds holding ES

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Great Oak Capital Partners's ES Position: Q2 2026 in Review

Great Oak Capital Partners reduced its Eversource Energy (ES) stake by 17% in Q2 2026, selling an estimated $186K and leaving 13,001 shares worth $973K. The position accounts for 0.21% of the portfolio, ranked #22.

Great Oak Capital Partners first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q2 2025. 163 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Great Oak Capital Partners held 13,001 shares of Eversource Energy worth $973K as of Q2 2026.
Great Oak Capital Partners sold 2,687 Eversource Energy shares in Q2 2026, an estimated $186K.
Eversource Energy made up 0.21% of Great Oak Capital Partners's portfolio in Q2 2026, its #22 holding.
Great Oak Capital Partners first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
Great Oak Capital Partners's Eversource Energy position peaked at $1.4M in Q2 2025.
163 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.